2025-05-14T09:13:58-05:00 2024-06-30 ERNST & YOUNG US LLP 425 HOUSTON STREET STE 600 FORT WORTH TX 76102 990 2023-07-01 741152597 Memorial Hermann Health System % SYSTEM TAX DEPARTMENT MEMO 7133384552 929 Gessner Rd Suite 1900 Houston TX 77024 Alec King EVP & CFO 7133384552 2025-05-15 true true Melva Scott Sr Manager P01207335 8173351900 2023 2025-03-06 01:10:19Z David L Callender MD 929 Gessner Rd 1900 Houston TX 77024 8526519854 false X www.memorialhermann.org X 1910 TX MEMORIAL HERMANN HEALTH SYSTEM IS A NONPROFIT, VALUES-DRIVEN, COMMUNITY-OWNED HEALTH SYSTEM DEDICATED TO IMPROVING HEALTH. 25 24 36407 2578 32288431 778763 23122913 13712833 7338786979 8040024375 161142930 408406179 58356603 64376467 7581409425 8526519854 27652821 29605750 0 0 3160501202 3384497005 0 0 0 3764155613 4252647176 6952309636 7666749931 629099789 859769923 12081212202 13656114392 4011573280 4535915087 8069638922 9120199305 X MEMORIAL HERMANN HEALTH SYSTEM IS A NONPROFIT, VALUES-DRIVEN, COMMUNITY-OWNED HEALTH SYSTEM DEDICATED TO IMPROVING HEALTH. OUR VISION IS TO CREATE HEALTHIER COMMUNITIES, NOW AND FOR GENERATIONS TO COME. OUR VALUES ARE COMMUNITY, COMPASSION, CREDIBILITY, AND COURAGE. false false 6518355440 29605750 8040024375 Memorial Hermann Health System is a nonprofit, values-driven, community-owned health system dedicated to improving health. Our vision is to create healthier communities, now and for generations to come. Our values are community, compassion, credibility, and courage. Charting a better future. A future that's built upon the HEALTH of our community. This is the driving force for Memorial Hermann, redefining health care for the individuals and many diverse populations we serve. Our 6,600+ affiliated physicians and 33,000+ employees practice the highest standards of safe, evidence-based, quality care to provide a personalized and outcome-oriented experience across our more than 260 care delivery sites. As one of the largest not-for-profit health systems in Southeast Texas, Memorial Hermann has an award-winning and nationally acclaimed Accountable Care Organization, 17 hospitals and numerous specialty programs and services conveniently located throughout the Greater Houston area (Memorial Hermann Health System owns and operates 14 hospitals and has joint ventures with three other hospital facilities, including Memorial Hermann Surgical Hospital First Colony, Memorial Hermann Surgical Hospital Kingwood and Memorial Hermann Rehabilitation Hospital-Katy). Beginning in 1990, U.S. News & World Report has ranked our nation's leading hospitals annually. And in every one of those years, TIRR Memorial Hermann has been named among the very best rehabilitation hospitals in the United States. TIRR Memorial Hermann ranks best in Texas and No. 3 in the nation for rehabilitation. Memorial Hermann-Texas Medical Center is one of the nation's busiest Level I trauma centers and serves as the primary teaching hospital for McGovern Medical School at UTHealth. Memorial Hermann-Texas Medical Center was ranked #4 best hospital in Texas, and also listed in the U.S. News rankings in the specialty areas of Cardiology and Heart Surgery, Ear, Nose and Throat, and Gastroenterology and GI Surgery. Also making the Top 10 statewide rankings were Memorial Hermann Greater Heights Hospital and Memorial Hermann Memorial City Medical Center were tied at #6. Children's Memorial Hermann Hospital was nationally ranked in Pediatric Cardiology and Heart Surgery, as well as Pediatric Neurology and Neurosurgery. The Heart Center at Children's Memorial Hermann Hospital has earned the Society of Thoracic Surgeons' (STS) highest rating for quality related to patient care and congenital heart surgery outcomes. Only 12 pediatric heart programs in the United States and Canada earned the distinguished STS three-star rating for congenital heart surgery, following analysis of data collected from 119 participating programs from January 2014 to December 2017. The STS star rating system is one of the most highly regarded overall measures of quality in health care, comparing the nationally benchmarked outcomes of cardiothoracic surgery programs in the U.S. and Canada. For the seventh time, Memorial Hermann Memorial City Medical Center was named one of the nation's top 100 hospitals by IBM Watson Health. Formerly known as the Truven Health Analytics 100 Top Hospitals, the study spotlights the best-performing hospitals based on a scorecard of publicly available clinical, operational and patient satisfaction metrics and data. Memorial Hermann Southeast Hospital, Memorial Hermann Greater Heights Hospital, Memorial Hermann Southwest Hospital and Memorial Hermann The Woodlands Medical Center all have received Chest Pain Center accreditation from The Joint Commission (TJC). An independent, not-for-profit organization, TJC accredits and certifies nearly 21,000 healthcare organizations and programs in the United States. Healthcare organizations that have received this accreditation have demonstrated a high level of expertise in dealing with patients with heart attack symptoms. Memorial Hermann-Texas Medical Center (TMC) and Memorial Hermann Memorial City Medical Center earned national recognition as top performers for superior quality and safety by the Vizient Quality and Accountability Study. Memorial Hermann-TMC received the 2018 Bernard A. Birnbaum, MD, Quality Leadership Award for Academic Medical Centers, and ranked ninth of 99 participating academic medical centers. Memorial Hermann Memorial City received the 2018 Bernard A. Birnbaum, MD, Quality Leadership Award for Complex Teaching Medical Centers, ranking seventh among 100 participating teaching medical centers. Memorial Hermann Sugar Land Hospital was named a recipient of the 2016 Malcolm Baldrige National Quality Award, the nation's highest Presidential honor for performance excellence. U.S. Commerce Secretary Penny Pritzker made the announcement recognizing Memorial Hermann Sugar Land for its outstanding commitment to sustainable excellence through innovation, improvement and visionary leadership. Since the healthcare category was introduced in 1999, only 21 healthcare organizations nationwide have been awarded the Malcolm Baldrige National Quality Award. Memorial Hermann Sugar Land was the first Houston area hospital and the third in Texas to win the prestigious award. For more than 114 years, our focus has been the best interest of our community. During the fiscal year, Memorial Hermann Health System provided community benefits of more than $486 million (as reported on the Internal Revenue Service Form 990, Schedule H) annually through financial assistance, school-based health centers, and other community benefit programs. During the fiscal year, Memorial Hermann admitted 193,029 patients resulting in 1,077,175 days of care, delivered 30,215 babies, had 781,683 emergency visits, 4,000+ life flight missions, and over 974,000 diagnostic and therapy visits. For more than 114 years, our focus has been the best interest of our community, contributing more than $486 million annually through school-based health centers and other community benefit programs. Now and for generations to come, the health of our community will be at the center of what we do - charting a better future for all. 6518355440 true true false true false false false false false true true true false true true true true true false false true false false false false false true true true false true true false false false false false false false false true false false false false false false true true true false false true X 1191 0 true 36407 true true true true CJ false false false false false false false false true false X 25 24 false false false false true true true true true false false true true true true true true true true true true X SYSTEM TAX DEPARTMENT 7133384552 929 GESSNER RD STE 1900 Houston TX 77024 X David L Callender MD CEO/PRESIDENT 40.0 1.0 X X 5391502 0 528732 Erin S Asprec EVP/COO 40.0 1.0 X 2230783 0 308720 James McCarthy MD EVP, CPE 40.0 1.0 X 1737337 0 274086 Deborah Gordon EVP/CAO/CLO/SECRETARY 40.0 1.0 X 1738372 0 272018 Alec King EVP/CFO/TREASURER 40.0 1.0 X 1678276 0 265924 Joshua Urban SVP/PRES COMM HOSP 40.0 1.0 X 1622484 0 250677 Feby Abraham EVP, CSO 40.0 1.0 X 1438540 0 254514 Kyle Price SVP, Srvc Lines 40.0 1.0 X 1328143 0 220299 Heath Rushing SVP, Srvc Lines 40.0 1.0 X 1315707 0 222360 Lori P Knowles SVP/CHRO 40.0 1.0 X 1261965 0 201024 Gregory L Haralson SVP, CEO - TMC 40.0 1.0 X 1382726 0 48073 Eric Smith SVP, CDO 40.0 1.0 X 1159716 0 160575 Amanda Hammel SVP/CIO 40.0 1.0 X 1143499 0 166966 Paul C O'Sullivan SVP, CEO- MC & GH 40.0 1.0 X 1122438 0 157284 Obiefuna Chikelue SVP, CIO 40.0 1.0 X 1097856 0 160887 Justin P Kendrick SVP, CEO - NE & TW 40.0 1.0 X 992728 0 163176 Malisha S Patel SVP, CEO - SW & SL 40.0 1.0 X 967727 0 137308 Phillip Chang SVP, CQO 40.0 1.0 X 879882 0 166802 Kriel Steve Ramcharitar VP, CMO - ACO & PHSO 40.0 1.0 X 1014221 0 27142 Teal Holden SVP/AMB & POST-ACUTE SVCS 40.0 1.0 X 891436 0 121311 Carol J Paret Former Key Employee 0.0 0.0 X 986391 0 20372 Anne E Neeson EVP, CEO - Foundation 40.0 1.0 X 888442 0 114231 Noel J Cardenas SVP, CEO - SE & PL 40.0 1.0 X 859781 0 120795 Jerry A Ashworth SVP, CEO - Cypress & Katy 40.0 1.0 X 828887 0 134904 Cynthia A De Moya FORMER CFO 40.0 1.0 X 824969 0 129243 Richard Lyman SVP/REV CYCLE 40.0 1.0 X 821822 0 128019 Howard Scott VP, CMO - MC & GH 40.0 1.0 X 744539 0 137503 Katrina Melton VP, Post-Acute Services 40.0 1.0 X 822930 0 44029 Glen Garner VP, CMO - SE & Pearland 40.0 1.0 X 721944 0 141158 Nnaemeka Okafor VP, CHIO 40.0 1.0 X 727010 0 133675 Warren Shea VP/ASST SECRETARY 40.0 1.0 X 589880 0 124134 Alejandra Loessin VP, COS 40.0 1.0 X 514196 0 98206 Gary J Sheppard MD DIRECTOR 1.0 1.0 X 0 6500 0 Alan V Ytterberg DIRECTOR 1.0 0.0 X 0 0 0 Anne Taylor DIRECTOR 1.0 0.0 X 0 0 0 Donald M Woo DIRECTOR 1.0 0.0 X 0 0 0 Edward B Adams Jr DIRECTOR 1.0 0.0 X 0 0 0 Gary R Petersen DIRECTOR 1.0 0.0 X 0 0 0 Gregory Armstrong DIRECTOR 1.0 0.0 X 0 0 0 Ira L Flax MD DIRECTOR 1.0 0.0 X 0 0 0 Jarvis V Hollingsworth DIRECTOR 1.0 0.0 X 0 0 0 Jay Schneider DIRECTOR 1.0 0.0 X 0 0 0 John Graf DIRECTOR 1.0 0.0 X 0 0 0 John M Esquivel DIRECTOR 1.0 0.0 X 0 0 0 Monica Benton DIRECTOR 1.0 0.0 X 0 0 0 Neelofer S Durrani MD DIRECTOR 1.0 0.0 X 0 0 0 Peter R Huntsman DIRECTOR 1.0 0.0 X 0 0 0 Richard S Figueroa DIRECTOR 1.0 0.0 X 0 0 0 Rishi Varma DIRECTOR 1.0 0.0 X 0 0 0 Sara N Ortwein DIRECTOR 1.0 0.0 X 0 0 0 Stacy P Methvin DIRECTOR 1.0 0.0 X 0 0 0 Susan Sarofim DIRECTOR 1.0 0.0 X 0 0 0 William H Easter III DIRECTOR 1.0 0.0 X 0 0 0 Willoughby C Williams Jr DIRECTOR 1.0 0.0 X 0 0 0 Kevin P Brady DIRECTOR 1.0 0.0 X 0 0 0 David S Habachy DIRECTOR 1.0 0.0 X 0 0 0 34783808 0 4627423 9668 true true false Austin Commerical LP 3535 Travis Street Ste 300 DALLAS TX 75204 Construction 66906920 Crothall Healthcare 13028 Collection Center Dr CHICAGO IL 60693 Facilities Mgmt 46071594 Endurance Builders LLC 2900 N Loop West HOUSTON TX 77092 Construction 18394471 Carefusion Solutions Inc 3750 Torrey View Court SAN DIEGO CA 92130 Medication Mgmt 14783362 Forney Construction LLC 8945 Long Point Rd Ste 200 HOUSTON TX 77055 Construction 12373269 1201 3987015 9725818 13712833 NET PATIENT SERVICE REVENUE 622110 7925658227 7925658227 RENTAL INCOME 531120 100409321 100409321 CORPORATE SERVICES 561110 1418171 1418171 MANAGEMENT FEES 561110 12538656 12538656 8040024375 408406179 25276241 383129938 0 1670284 1670284 0 0 0 0 0 0 0 0 0 0 0 0 0 CAFETERIA 722514 30099614 30099614 PARKING 812930 17543977 17543977 LAUNDRY 561612 7012190 7012190 8050402 8050402 62706183 8526519854 8040024375 32288431 440494215 X 29605750 29605750 0 0 0 11059163 11059163 343184 291360 51824 2719843676 2274610385 445233291 124031229 101693127 22338102 334753949 286030660 48723289 194465804 156260166 38205638 27307906 27307906 5311282 5311282 1414623 1414623 1623315 1623315 0 0 1772653417 1452755723 319897694 21380500 2047178 19333322 83456773 79893619 3563154 13406749 6142717 7264032 0 223761913 200487702 23274211 4725051 2484677 2240374 0 3902499 2695510 1206989 110817181 53981236 56835945 0 376688964 325924987 50763977 65886215 52823284 13062931 MEDICAL SUPPLIES 1275577836 1275470691 107145 EQUIPMENT RENTAL & MAINTENANCE 232495188 188954982 43540206 SPECIAL FUNCTIONS 5913942 3610801 2303141 RECRUITMENT 3746538 1473480 2273058 22577284 19494090 3083194 7666749931 6518355440 1148394491 0 X 197991064 300137199 567115801 672389362 0 0 988108589 1242310158 0 0 0 0 25635717 44397410 51286921 82821871 203093167 234744539 9190672737 5353334859 3579621200 3837337878 1366950516 1487072448 3120513955 3463812168 0 0 183173884 190926567 1797721388 2100164792 12081212202 13656114392 908805991 1061732984 0 0 149217667 22607928 1589097848 1877626709 0 0 0 0 0 0 3635048 41688552 1360816726 1532258914 4011573280 4535915087 X 8063870390 9114010635 5768532 6188670 8069638922 9120199305 12081212202 13656114392 X 859769923 170719317 20071143 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true true false true true true 1623315 1623315 false PART II-B, LINE 1 Memorial Hermann engages with national, state, and local representatives and their staff members to educate legislators regarding the dynamics, impact, and challenges of health care policies impacting the greater Houston community, including uninsured and indigent populations. Memorial Hermann has relationships with industry associations which may communicate research and educational materials. Forms of communication may involve direct contact, telephone conversations, and written correspondence. The amount of time and money involved with these activities is insubstantial. Memorial Hermann has not intervened in any political campaign. 5275049 -18515 5235949 20585 4778306 496743 5275049 false true true 168737313 168737313 5246933636 2733661954 2513271682 606219953 454593882 151626071 2743991581 2123771560 620220021 424790254 41307463 383482791 3837337878 FIXED INCOME 358144159 F ALTERNATIVE INVESTMENTS 3088269642 F CASH & CASH EQUIVALENTS 17398367 F 3463812168 DUE FROM AFFILIATES, NET 1994322129 DEPOSITS 5487736 PHYSICIAN GUARANTEE RECEIVABLE 5743953 OTHER ASSETS 94610974 2100164792 0 CAPITALIZED LEASES 684343774 POB LEASE OBLIGATION 77700529 VARIABLE DEBT SWAP LIABILITY 1186580 L/T THIRD PARTY SETTLEMENTS 40173096 OTHER ACCRUED LIABILITIES 149115675 L/T RIGHT OF USE LIABILITY 531091758 TAXABLE BOND 48647502 1532258914 X Part V, Line 4 As of June 30, 2022 Memorial Hermann does not directly hold any endowment funds. Part X, Line 2 For fiscal years ending June 30, 2024 and 2023, Memorial Hermann management has determined that there are no material uncertain tax positions that require recognition in the accompanying consolidated balance sheets. Central America and the Caribbean 0 0 Investments 798398731 Europe (Including Iceland and Greenland) 0 0 Investments 269188398 North America 0 0 Investments 42742779 East Asia and the Pacific 0 0 Investments 22640344 Russia and the Newly Independent States 0 0 Investments 2725928 Middle East and North Africa 0 0 Investments 1522665 Sub-Saharan Africa 0 0 Investments 76845 0 0 0 0 1137295690 1137295690 true false true true true false PART I, LINE 3 ACCRUAL METHOD true true X true X true X false true false false 320998474 0 320998474 0.04190 1268485471 1268485471 0 0.00000 18303293 11570288 6733005 0.00090 1607787238 1280055759 327731479 0.04280 0 0 0 0.00000 87531607 19430878 68100729 0.00890 423385182 353772901 69612281 0.00910 9568224 4950624 4617600 0.00060 16293404 0 16293404 0.00210 536778417 378154403 158624014 0.02070 2144565655 1658210162 486355493 0.06350 true 641874274 0 762421062 901963084 -139542022 X true true 13 1 Memorial Hermann Hospital - TMC 6411 fannin st houston TX 77030 www.memorialhermann.org 000347 X X X X X X A 2 MH The Woodlands Medical Center 9250 pinecroft drive the woodlands TX 77381 www.memorialhermann.org 000615 X X X A 3 Memorial Hermann Katy Hospital 23900 katy freeway katy TX 77494 www.memorialhermann.org 000534 X X X A 4 Memorial Hermann Sugar Land 17500 west grand parkway south sugar land TX 77479 www.memorialhermann.org 000609 X X X A 5 MH Surgical Hospital First Colony 16906 Southwest Freeway Sugar Land TX 77479 www.memorialhermann.org 100161 X X A 6 Memorial Hermann Southeast Hospital 11800 astoria blvd houston TX 77089 www.memorialhermann.org 000119 X X X A 7 Memorial Hermann Northeast 18951 Memorial North Humble TX 77338 www.memorialhermann.org 008471 X X X A 8 MH Specialty Hospital Kingwood LLC 300 Kingwood Medical Drive Kingwood TX 77339 www.memorialhermann.org 008591 X X A 9 MH Greater Heights Hospital 1635 North Loop West Houston TX 77008 www.memorialhermann.org 000172 X X X A 10 TIRR Memorial Hermann 1333 moursund street houston TX 77030 www.memorialhermann.org 100189 X X X A 11 MH Rehabilitation Hospital Katy 21720 Kingsland Blvd Ste 102 Katy TX 77450 www.memorialhermann.org 100009 X X A 12 MH Memorial City Medical Center 921 gessner road houston TX 77024 www.memorialhermann.org 000302 X X X A 13 Memorial Hermann Southwest Hospital 7600 beechnut street houston TX 77074 www.memorialhermann.org 000407 X X X X A A false false true X X X X X X X X X 22 true false false true X See supplemental statement X true 22 true See supplemental statement false true X 200. 400. X X true true X X X X true X See supplemental information X See supplemental information X See supplemental information X X X X X X true X false X X X X true X false false PART V, SECTION B, LINE 5 Memorial Hermann Health System took into account input from persons representing the community through key informant interviews and a community survey. A total of 47 key informant interviews were conducted with leaders and staff from organizations that provide services directly to the community and officials that represent governmental and non-governmental entities. Interviewees invited to participate were recognized as having expertise in public health, special knowledge of community health needs, representing the broad interests of the community served by the hospital, and/or being able to speak to the needs of medically underserved or vulnerable populations. The interviews took place between October 25, 2021, and February 11, 2022. Interview questions focused on the interviewee's background and organization, the biggest perceived health needs and barriers of concern in the community, and the impact of health issues on the populations they serve. Input from community residents was collected through an online survey. The survey consisted of 12 questions related to top health needs in the community, individuals' perception of their overall health, individuals' access to health care services, as well as demographic, social, and economic determinants of health. The community survey was distributed online through SurveyMonkey from November 17, 2021 to January 28, 2022. Online survey distribution included email outreach and social media posts. Paper surveys were also made available and answers to the paper survey were entered into the SurveyMonkey tool. Both online and paper formats of the survey were made available in English and Spanish. A total of 1,056 responses were collected. Survey respondents were asked to select top issues most affecting the community's quality of life. The majority of respondents identified Obesity/ Overweight, Mental Health and Mental Disorders, Diabetes, Substance Abuse (alcohol, tobacco, drugs, etc.), and Cancers as top issues in the community. The following list of organizations contributed key informant interviews: AccessHealth (FQHC); Alvin City; Alvin ISD Board of Trustees; Avenue CDC; Baker Ripley; Catholic Charities - Archdiocese of Galveston; Child Advocates of Fort Bend; Children at Risk; Colorado County - Indigent Health Care; Department of State Health Services; East Fort Bend Human Needs Ministry; El Centro de Corazon; Episcopal Health Foundation; Fort Bend County Health and Human Services; Fort Bend County Sheriff's Office; Healthcare for the Homeless - Houston; Houston Galveston Institute (HGI); Houston Health Department; Houston Housing Authority; Interfaith Community Clinic; Kinder Institute for Urban Research; Legacy Community Health; Liberty County Sheriff's Office; LoneStar Family Health Center; Montgomery County Food Bank; Patient Care Intervention Center (PCIC); Pearland ISD School Board; Prairie View A&M - College of Nursing; Santa Maria Hostel, Inc.; Texas House of Representatives - District 29. CHNAs were designed in accordance with CHNA requirements identified in the Patient Protection and Affordable Care Act and further addressed in the Internal Revenue Service final regulations released on December 29, 2014. Part V, Section B, Line 7 https://www.memorialhermann.org/giving-back/community-benefit/reports-comm unity Part V, Section B, Line 10 https://www.memorialhermann.org/giving-back/community-benefit/reports-comm unity Part V, Section B, Line 11 Memorial Hermann continually identifies and meets the region's healthcare needs, committed to making greater Houston a healthier and more vital place to live. To support and engage our community, the foundation for our work rests on four intersecting pillars - Access to Health Care, Emotional Well-being; Food as Health, and Exercise is Medicine - designed: to provide care for uninsured and underinsured; to reach those Houstonians needing low-cost care; to address mental and behavioral care services through innovative access points; to work against food insecurity and physical inactivity; and to educate individuals and their families on how to access the services needed by and available to them. These four tenets are the system's expanded focus to address the 60% of health that is determined by lifestyle and environment to impact the 20% of health that is impacted by traditional health care. Signature, cornerstone initiatives supporting the four pillars include: health centers for schools; mobile dental vans; ER and inpatient navigators; community resource centers; nurse health line; StepHEALTHY (physical activity programming); park activations; culture of food health (nutrition literacy and food access); neighborhood health centers; and mental health crisis clinics. The 2022 CHNA findings resulted from the analysis of an extensive set of secondary data (over 200 indicators from national and state public secondary data sources) and primary data collected from community leaders, non-health professionals, and organizations serving the community at large, vulnerable populations, and/or populations with unmet health needs. Through an examination of the primary and secondary data, the following top health needs were identified: access to healthcare; cancers; children's health; diabetes; heart disease/stroke; injuries, violence, and safety; mental health and mental disorders; obesity/overweight; older adults/elderly care; oral health; physical activity; respiratory/lung disease (asthma, COPD, etc.); substance abuse (alcohol, tobacco, drugs, etc.); wellness and lifestyle; women's health. Eighty stakeholders from the 13 licensed facilities in the Memorial Hermann Health System completed a survey to prioritize the significant health issues, based on criteria including: Ability to Impact: the perceived likelihood of positive impact on each health issue; and, Scope & Severity: gauge on the magnitude of each health issue. With Memorial Hermann's four pillars designed to deliver effective upstream interventions, addressing the above identified community needs continue to fall within our four pillars: access to healthcare; emotional well-being; food as health; and exercise is medicine. The CHNA process enables each hospital within Memorial Hermann to develop programs and services that advance the health of its community, building the foundation for systemic change across the greater Houston area. Memorial Hermann supports initiatives that increase patients' access to care to ensure they receive care at the right location, at the right cost, at the right time. Ongoing efforts include system-wide programs like Nurse Health Line - a 24/7 free resource where community members (uninsured and insured) within the greater Houston community can call to discuss their health concerns, receive recommendations on the appropriate setting for care, and get connected to appropriate resources; and, ER Navigation - navigating uninsured and Medicaid patients that access the ER for primary care, and treatable and avoidable issues, to a medical home. Within ER Navigation is the Multi-Visit program which aims to identify and address the social or environmental root causes of ER visits for patients who have 10+ ER visits within one year. Through this program, an interdisciplinary ER team from across the city focuses on identifying and consistently addressing the underlying root cause issue that is driving the overutilization (homelessness, isolation, hunger, mental health) and this driver guides development of the patient's treatment plan accordingly. Additional efforts include: transportation vouchers to provide a safe way home upon discharge; vouchers to our three strategically placed Neighborhood Health Centers to promote awareness of and improve access for the appropriate level of care; access to teen pregnancy information and resources to students at schools including at-risk, low income, underserved children; participation in Project Mammogram - a community program offering free mammograms and breast ultrasounds to qualifying area women and men; partnerships with schools to provide a concussion trained PCP or ED physician on site at High School sports events; short-term medications/prescriptions provided upon discharge for uninsured until they can get connected with an FQHC; participation in a Physician Match Program for those lacking health insurance where physicians at the hospital may provide services to patients without insurance and the hospital matches the physician contribution; offering Resource Assistance Connections; and, offering Community Resource Centers on the campuses of select hospitals to engage a variety of service providers to provide a continuum of community care to underinsured, discharged patients and community clients. System-wide initiatives focusing on emotional well-being and that connect and care for community members experiencing a mental health concern include access to appropriate psychiatric specialists at the time of their crisis with the Memorial Hermann Crisis Clinics; ER support and community connections through the Memorial Hermann Psychiatric Response team and, connections between medical and mental health providers with the Memorial Hermann Integrated Care Program. Implemented initiatives concentrating on food as health and increased awareness of food insecurity, provision of food programs, and education that promotes the reduction/postponement of chronic disease include: screening for food insecurity via Community Health Workers and care managers and connecting patients to Houston Food Bank for SNAP eligibility and food pantry connections. Memorial Hermann hospitals also conduct various education and support groups for members within the hospitals and the surrounding communities, including Amputation Support Group; Mended Hearts Support Group; and Heart and Stroke Support Groups (including STEMI) to encourage a change in knowledge and health status; Diabetes Support Group, including nutrition classes with healthy nutritional recipes to individuals with a diabetes diagnosis. Memorial Hermann hospitals also provide blood pressure screenings at community and hospital events; low-cost/free heart screenings to youth athletes; low-cost/free school athletic physicals; seasonal community food and supply drives to support those struggling with food insecurity; access to information/services to support management of chronic or life-threatening diseases through free Oncology Nutrition Therapy consults to cancer patients and their caregivers; and, free breastfeeding support groups, general education about breastfeeding and donation, and acts as Milk Bank Donor Depot donation centers via a partnership with the Austin milk bank. Implemented initiatives that encourage physical activities and that promote improved health, social cohesion, and emotional well-being through exercise is medicine include: health and social cohesion through Walking Clubs (including Walk with a Doc, Dancing with a Doc, and Senior Fitness); participating in a Pediatric Weight Loss Management Program in which a population 12-17 years are taught nutrition including healthy meal recipes, how to pack a healthy lunch, how to eat out healthy, how to read food labels, and exercising for better health; providing support of local adaptive sports leagues; offering physical activity classes such as yoga, tai chi, Zumba, and Pilates; and, working with Healthy Outdoor Communities - a community collaborative to create thriving parks and communities and contribute to integrated programming and resources that promote more active and healthy outdoor lifestyles leading to better mental health, well-being, and resiliency in children and youth of color and their families as well as the community at large. The following additional significant health needs emerged: Older Adults and Elderly Care, Cancer, Children's Health and Women's Health. These topics have not been specifically prioritized, but due to the interrelationship of social determinants and health, many of these areas fall, tangentially, within the prioritized health needs and may be addressed through the upstream efforts of the prioritized health needs. Additionally, many of them are addressed within ongoing programs and services within the Memorial Hermann Health System, such as: receiving a Level 3 designation, becoming the first hospital in Houston and the second in Texas to receive geriatric emergency department accre Part V, Section B, Line 16 https://www.memorialhermann.org/patients-visitors/patient-services/financi al-care/financial-assistance-program 23 Pinecroft Surgery Center LLC 9305 Pinecroft Dr Suite 200 The Woodlands TX 77380 Ambulatory Surgical Center MH Surgery Center The Woodlands LLP 9200 Pinecroft Drive Suite 200 MO The Woodlands TX 77380 Ambulatory Surgical Center MH Surgery Center Sugar Land LLP 17510 W Grand Pkwy S Ste 200 Sugar Land TX 77479 Ambulatory Surgical Center MH Surgery Center Woodlands Parkway LLC 1441 Woodstead Court Suite 100 The Woodlands TX 77380 Ambulatory Surgical Center MH Surgery Center Memorial City LLC 1120 Business Center Drive Suite 1 Houston TX 77043 Ambulatory Surgical Center MH Surgery Center Kingsland LLC 21720 Kingsland Blvd Suite 101 Katy TX 77450 Ambulatory Surgical Center United Surgery Center - Southeast Ltd 5146 Preston Ave Pasadena TX 77505 Ambulatory Surgical Center MH Surgery Center Texas Medical Center L 6400 Fannin Street Suite 1500 Houston TX 77030 Ambulatory Surgical Center MH Surgery Center Katy LLP 23920 Katy Freeway Suite 200 Katy TX 77494 Ambulatory Surgical Center MH Surgery Center Kirby LLC 2459 South Braeswood Blvd Houston TX 77030 Ambulatory Surgical Center Conroe Surgery Center 2 LLC 1501 River Pointe Dr Suite 200 Conroe TX 77304 Ambulatory Surgical Center MH Surgery Center Southwest LLP 7789 Southwest Freeway Suite 200 Houston TX 77074 Ambulatory Surgical Center MH Bay Area Endoscopy Center LLC 444 FM 1959 Suite B Houston TX 77034 Ambulatory Surgical Center MH Surgery Center Northwest LLP 1631 North Loop West Suite 300 Houston TX 77008 Ambulatory Surgical Center MH Texas International Endoscopy Center 6620 Main Street Suite 1500 Houston TX 77030 Ambulatory Surgical Center MM Surgery Center Main Street LLC 7515 Main Street Suite 800 Houston TX 77030 Ambulatory Surgical Center MH Surgery Center Richmond LLC 21155 Southwest Freeway Richmond TX 77469 Ambulatory Surgical Center MH Endoscopy Center North Freeway LLC 1900 North Loop Freeway West Suite Houston TX 77018 Ambulatory Surgical Center MH Endoscopy & Surgery Center North Hous 275 Lantern Bend Suite 400 Houston TX 77090 Ambulatory Surgical Center MH Surgery Center Brazoria LLC 2760 Brazos Parkway Angleton TX 77515 Ambulatory Surgical Center University Place 7480 Beechnut Houston TX 77074 Senior Living West Houston Ambulatory Surgical Assoc 970 Campbell Road Houston TX 77024 Ambulatory Surgical Center Doctors Outpatient SurgiCenter Ltd 5146 Preston Ave Pasadena TX 77505 Ambulatory Surgical Center Part I, Line 3c Uninsured patients meeting the following criteria will be considered Presumptively Eligible for a one hundred percent (100%) reduction of emergent or eligible service charges: i. Homeless or received care from a homeless clinic; ii. Participation in Women, Infants and Children programs (WIC); iii. Food stamp eligibility; iv. Supplemental Nutrition Assistance Program (SNAP); v. Eligibility for other state or local assistance programs (e.g., Medicaid spend-down); vi. Low income/subsidized housing is provided as a valid address; vii. Receipt of grant assistance for medical services; viii. Mental incapacitation with no one to act on patient's behalf; ix. Recent personal bankruptcy; x. Incarceration in a penal institution; xi. Patient is deceased with no known estate; or xii. As determined by an electronic scoring model (described below). Part I, Line 6a Memorial Hermann Health System prepares and files an annual report of community benefit plan with the Texas Department of State Health Services. This report is made available through the organization's webpage at https://memorialhermann.org/giving-back/community-benefit/reports-communit y Part I, Line 7 A cost-to-charge ratio is used to calculate the amounts on line 7a. The remaining lines are calculated from the books and records of specific segments of the organization. Part I, Line 7, Column (F) The bad debt expense is included on Form 990, Part IX, Line 25, column (a), but removed for purposes of calculating the percentage in column (f) totaled $0. Part III, Line 2 Bad debt expense is determined based on GAAP and is explained under significant accounting policies within section net patient service revenue and patient accounts receivable in the consolidated audited financial statements. Part III, Line 4 Footnotes related to Accounts Receivable and Allowance for Doubtful Accounts can be located on pages 8 through 11 on Memorial Hermann Health System's fiscal year ending 2024 consolidated audited financial statements. Memorial Hermann entered zero on Schedule H, Part III, Line 3. From prior experience, the organization believes a portion of bad debt expense may be attributable to patients whom would otherwise qualify for financial assistance. The organization estimates this could range from 0-5 percent. Memorial Hermann makes efforts to educate patients about its financial assistance program. Regardless, patients may choose not to apply for financial assistance or provide incomplete applications. See Part VI supplemental information line 3c narrative for more information regarding Memorial Hermann's efforts to inform and educate patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization's financial assistance policy. Part III, Line 8 Reasons why the Medicare shortfall reported on Line 7, if any, should be treated as a community benefit include: absent the Medicare program, many of the individuals would likely qualify for financial assistance or other needs-based government programs; as payments to treat Medicare individuals are below cost of care, the burdens of government are relieved relative to these patients, Memorial Hermann Health System provides care to Medicare patients regardless of any Medicare shortfall; the real possibility that continued reductions in reimbursement may create further difficulties in access to care for Medicare patients; financial resources utilized to cover any Medicare shortfall is no longer available to cover financial assistance and any other community benefit needs; IRS Revenue Ruling 69-545 provides, in part, that hospitals serving patients with governmental health benefits, including as an example Medicare, is an indication that the hospital operates for the promotion of health in the community; Texas nonprofit hospitals must provide a minimum level of community benefit in order to obtain exemption from state and local taxes. According to the current Texas health and safety code, the unreimbursed cost of Medicare is considered to be a community benefit in determining these state statutory requirements as it helps relieve a governmental burden of providing this care that would otherwise be provided through the county hospital system in Texas. The amount reported in Part III, Section b, on Line 7 was calculated in accordance with the Schedule H instructions utilizing the organization's allowable cost reported in the Medicare cost reported based on cost accounting. Part III, Line 9b Memorial Hermann Health System's billing and collection policy prohibits any collection efforts for the portion of a patient's account balance that qualifies for assistance under the organization's financial assistance policy. With respect to any remaining balance due, if any, the billing and collection policy contains actions which may be taken in the event of nonpayment and are applied equally to all patient types. Part VI, Line 2 Improving the health of a community is essential to enhancing the quality of life for residents in the region and supporting future social and economic well-being. In 2013, in 2016, 2019 and most recently in 2022, Memorial Hermann Health System engaged in a community health planning process that was two-fold: (1) a Community Health Needs Assessment (CHNA) to identify the health-related needs and strengths of the community and (2) a Strategic Implementation Plan (SIP) to identify major health priorities, develop goals, and select strategies and identify partners to address these priority issues across the community. The CHNA was guided by a participatory, collaborative approach, which examined health in its broadest sense. This process included integrating existing secondary data on social, economic, and health issues in the region with qualitative information from a community survey with community residents and service providers and interviews with community stakeholders. The CHNAs were conducted in accordance with state and federal guidelines including IRC Section 501(r) and the Texas Health and Safety Code Section 311. Part VI, Line 3 Memorial Hermann Health System is committed to making healthier communities, now and for generations to come. Patients who qualify for financial assistance through Memorial Hermann's Financial Assistance Program may be notified in the following ways: patient consent-the health care consent that is signed upon registration for healthcare services includes a statement that if charity services are required, eligibility determination should be requested upon admission to the hospital or upon receipt of itemized bill or statement; financial counseling: Memorial Hermann patients are encouraged to seek information from their hospital's financial counselor if they anticipate difficulty paying their portion of the hospital bill. Our financial counselors will make every effort to assist patients who are uninsured, underinsured, or face other financial challenges associated with paying for the health care services we provide. Financial counselors may screen patients for eligibility for a variety of government funded programs, assist with a worker's compensation or liability claim, set up an extended time payment plan, or help patients apply for financial assistance, plain language summary and application. A paper copy of the plain language summary of Memorial Hermann's FAP and a paper copy of the financial assistance application will be made available to all patients at the earliest practical time of service. Memorial Hermann will have free paper copies of these documents available upon request in the emergency department and registration areas. Free paper copies are also available by mail or by calling 713-338-5502 or 1-800-526-2121, option 5; translated copies available: Memorial Hermann translates its FAP, plain language summary, financial assistance application, and billing and collections policy for limited English proficient individuals representing the lesser of five percent or 1,000 individuals of the community served by its hospital facilities. Memorial Hermann makes free copies of these documents available on the Memorial Hermann website and upon request in the emergency department and hospital registration areas. Free paper copies are also available by mail by calling 713-338-5502 or 1-800-526-2121, option 5; signage- all financial assistance signage will be clearly and conspicuously posted in locations that are visible to the public, including, but not limited to, Memorial Hermann emergency department and patient registration areas. Signage will indicate that financial assistance is available and the phone number to reach a financial counselor for more information; website - Memorial Hermann's post notice in a prominent place on its website that financial assistance is available, with an explanation of the financial assistance application process. Memorial Hermann posts its FAP with a list of providers who are covered and not covered under the FAP, plain language summary, financial assistance application, and the billing and collections policy on Memorial Hermann's website; patient bills and statements - patient statements will include a request that the patient is responsible to inform Memorial Hermann of any available health insurance coverage, and will include a notice of the Memorial Hermann FAP, a telephone number to request financial assistance, and the website address where financial assistance documents can be obtained; mail or fax: patients may mail or fax a written request for free copies of these documents to the address below and including the individual's full name and return mailing address to which they want Memorial Hermann to send the copies. Memorial Hermann Health System, ATTN: Financial Assistance, 909 Frostwood, Suite 3:100 Houston, Texas 77024, fax: 713-338-6500 Part VI, Line 4 Demographics: Memorial Hermann serves the region of Greater Houston, including areas along the Gulf Coast in Southeast Texas, where several counties are without hospital district services. The Metropolitan Service Area is home to roughly 7.3 million people-the fifth largest in the U.S.-and it continues to be one of the fastest growing. We are proud of our diversity, with no racial or ethnic majority present; the population is 33% White, 39% Hispanic, 17% Black, and 8% Asian. Nearly 1 in 4 residents are foreign born, contributing to a wide variety of cultures and ethnicities throughout the region. Immigration is a valued part of our identity, and roughly 48% of residents speak languages other than English at home. Twenty-five percent of the total population are minors, and 11% are over 65 years of age, with 63% comprising the potential workforce between ages 18 and 64. Notably, only 35% of those 25 years of age and older have a college degree or higher. 20% of all residents fell at or below the Federal Poverty Threshold. Major Employers: Houston's unemployment rate spiked during 2020 due to the COVID-19 pandemic, but is currently 4.2% The energy industry dominates the Houston economy, but grocery stores and health care (including Memorial Hermann Health System, MD Anderson Cancer Center, and Houston Methodist) are the largest employers, along with United Airlines. Memorial Hermann collaborates with these health systems on community improvement efforts. Reducing poverty and increasing existing graduation rates (a goal of our Health Centers for Schools initiative) is paramount to supporting our economy's continued strength and prosperity across all sectors. Key Community Health Needs Assessment Findings (Significant Health and Social Service Challenges): The percentage of Harris County's population without health insurance totals 24.7%, more than double the national average of 10.8%. Without insurance, people skip services that detect underlying health issues, leading to delayed treatment, poor outcomes, and higher costs. The rising rate of obesity is the single biggest threat to the Greater Houston area; 33.5% of adults are overweight, increasing the risk of dying from cancer, heart disease, stroke, diabetes, liver disease and kidney disease. With 20% of adults self-reporting five or more poor mental health days a year, the need for increased access to behavioral health care is significant and projected only to escalate in the aftermath of the pandemic. In addition, health disparities exist across different races and ethnicities: half of Hispanics are without a usual source of care; African American women are three times more likely to die from a pregnancy related death than other racial groups; and African Americans have experienced significantly higher infection and death rates from COVID-19 than white Americans. Part VI, Line 5 Memorial Hermann Health Center for Schools - Memorial Hermann Health Centers for Schools is comprised of nine school-based clinics and three mobile dental vans and designed to be a holistic medical, mental health, and dental home for uninsured and underinsured children and a secondary access point for insured children. Health Centers for Schools in five school districts-- Houston, Pasadena, Alief, Aldine and Lamar Consolidated. These school-based health centers (SBHCs) are located in schools and school districts with students with documented barriers to healthcare. Through transportation from feeder schools, the SBHCs offer accessible healthcare to children who would otherwise not obtain it and keep children in school where they can learn. With appropriate consent, students can be seen without their parent. No payment is collected beyond billing Medicaid. All ten Health Centers for Schools operate Monday through Friday, 40 hours/week, 12 months/year. Providing services to patients from a variety of cultural and socio-economic backgrounds, Health Centers for Schools serve individuals who have barriers to health care beyond the status of insurance. Neighborhood Health Centers - Northeast, Northwest, and Southwest Bridging the gap for primary care, for individuals and families without private health insurance and who do not qualify for sliding-scale federal poverty coverage at area FQHCs, are our three Neighborhood Health Centers (NHCs). Each center provides preventative, acute, and chronic care affordable costs, inclusive of lab. An essential step in establishing the NHC as a patient's primary care home is education on how to navigate the healthcare delivery system and the importance of maintaining wellness visits and good health. NHCs are open every day, with extended hours for walk-ins as well as scheduled appointments. ER Navigators (Community Health Workers) - Placed in all Memorial Hermann ERs, Community Health Workers (CHWs) meet with patients to help eliminate barriers to healthcare access issues and connect to medical homes. With 26,000 annual initial ER interventions, each with follow-up calls, ER Navigation realizes a 72% decrease in ER visits in the 6-month pre/post navigation intervention time frame and 62% in the 12-month time frame. Imbedded in the ER Navigation program is the Multi-Visit Program which aims to identify and address the social or environmental root causes of ER visits for patients who have 10+ ER visits within one year. Through this program, an interdisciplinary ER team from across the city focuses on identifying and consistently addressing the underlying root cause issue that is driving the overutilization (homelessness, isolation, hunger, mental health) and this driver guides development of the patient's treatment plan accordingly. The Community Resource Centers at Memorial Hermann Hospitals Southwest, Greater Heights, and Northeast - The Memorial Hermann Community Resource Centers, located in professional buildings at Memorial Hermann Hospitals Southwest, Greater Heights and Northeast are designed to offer the patients as well as community members with accessing community resources, some of which are scheduled services on site; completing eligibility applications; and, receiving education and education on public health and social services. The Centers support clients in becoming more engaged in their own disease prevention through decision-making and self-management. Through an intake screening tool which addresses food insecurity, transportation, health literacy, access to and understanding of medications, financial strain, housing, employment, education and emotional well-being, community health workers identify the appropriate partners to support each individual client. The program builds collaborative partner capacity through provision of access to services (medical home connections, application assistance, encouragement for follow-through); wrap-around support (NMDOH); education (health literacy); and bridging people to social supports. Pathways for Health, Pathways for Costs - Pathways for Health, Pathways for Costs is a program that engages under-insured and uninsured patients being discharged from the hospital. The program is appropriate when clinicians think the patient will require further hospital services as a result of not having the support structures in place to follow through with their health issue post-discharge. Pathways are designed to identify patients, assist them in scheduling and understanding their upcoming outpatient procedures, and assess other needs or barriers to care. The initial effort is a paracentesis pathway (i.e., needle or catheter is inserted into the peritoneal cavity to obtain ascitic fluid for diagnostic or therapeutic purposes) in which patients admitted for abdominal distortion, liver disease or ascites (i.e., accumulation of fluid in the peritoneal cavity, causing abdominal swelling) are placed on regular outpatient schedules. This process results in patients not postponing their care, avoid costly ER visits and emergency procedures, and remain more in control of their health with improved quality of life. Food as Health - Recognizing that the lack of access to and understanding of healthy foods is a connection to health, the Food as Health program was initiated in 2015. Efforts reside in a variety of environments, all with the goal of reducing food insecurities and freeing up purchasing dollars for other needs. Patients identified as food insecure receive a referral to the Houston Food Bank and guidance on questions to ask for an appropriate food pantry referral. Discharged patients at hospitals with Community Resource Centers are provided with a basic food care package. Food distribution occurs bi-monthly in the Near Northside. School-based clinic families, educated by our dietitians on utilizing affordable whole foods have access to at least 30 pounds of free fruits and vegetables plus additional whole foods twice a month. All of the programs provide access to Community Health Workers to assist in enrolling for the very essential SNAP benefits. Creating a healthy eating environment that is fruitful, educational, and sustainable, the Culture of Food Health initiative focuses on enhancing green spaces by creating nutrition hubs in which community residents can attend nutrition education classes, agricultural and gardening workshops, and offer an access point to obtain healthier food items through a community garden. Exercise is Medicine (EIM) - EIM focuses on helping residents to self-manage their health and wellness with exercise and physical activity programming, Memorial Hermann collaborates with partners across the region to activate park features and promote safe, engaging, culturally appropriate opportunities for people to get fit within their own neighborhoods and communities. Physical activity is promoted through a variety of programs, all with the goal of providing education on the benefits of regular exercise from emotional wellbeing to support in combating chronic diseases and health complications. To date, EIM has engaged with Moody, Clark, Highland, Forum, and Bayland-Burnett parks. Memorial Hermann Mental Health Crisis Clinics Memorial Hermann is a safety net system for Greater Houston's most vulnerable, especially patients with mental health issues. In 2013, the Memorial Hermann Mental Health Crisis Clinics (MHCC), were created as an innovative access point. Three clinic locations are located in retail centers with careful signage to minimize the stigma associated with accessing behavioral health. The MHCCs eliminate the 90-plus day wait time to be connected to outpatient behavioral health, offering psychiatric urgent care, so any patient in need can walk-in, without an appointment, and be immediately assessed and cared for by a licensed mental health team. Extended and weekend hours enable patients to access care during non-traditional hours. Our care team includes board certified adult and child psychiatrists, psychiatric-focused nurse practitioners and physician assistants, behavioral health clinicians and support staff. Every patient is systematically screened for suicide risk, assessed by our team and participates in psycho-social education. As appropriate, clinicians create a safety plan with patients and make referrals to other community resources. Within 72 hours, clinicians follow-up with patients and answer supplemental questions. Nurse Help Line - Nurse Health Line (NHL) is a free telephone triage service created for people experiencing a health concern but unsure about what to do. Nurse advisors respond to caller's immediate health concerns, questions about a particular condition, recent clinic or hospital visit, or questions about where to go for medical care. The goal is increased education and improved care transitions. The service is an essential extension of Harris County's Emergency Corps Northwest Community Health and the Part VI, Line 6 Memorial Hermann Health System is a non-profit, values-driven, community-owned health system dedicated to improving the health of the communities we serve. We are one of the largest not-for-profit health systems in southeast Texas, with a vision to create healthier communities, now and for generations to come. Governed by a Board of 22 community members, our integrated system of 6,600 affiliated physicians and 33,000 employees practices the highest standards of safe, evidence-based quality care as we strive to provide a personalized and outcome-oriented experience across our 260 care delivery sites, including 17 hospitals and numerous specialty programs and services conveniently located throughout the greater Houston area. With 116 years of history serving our region, our system is a trusted source for health care ranging from burn treatment and wound care, oncology, pediatrics, maternal health, diabetes and endocrinology, digestive health, general surgery, cardiovascular care, neurology and neurosurgery, nutrition, ophthalmology, orthopedics, rehabilitation, robotic surgery, transplants, weight loss and more. Our flagship hospital, Memorial Hermann-Texas Medical Center, houses one of the nation's busiest Level 1 trauma centers and serves as the primary teaching hospital for McGovern Medical School at UTHealth Houston. Memorial Hermann Life Flight, spearheaded by the late legend Dr. Red Duke, is the only hospital-based air ambulance service in Houston. Our system also runs the only comprehensive burn center in Houston and our Mischer Neuroscience Institute is the largest and most comprehensive neuroscience program in Texas. TIRR Memorial Hermann, located in the Texas Medical Center, is a national leader in rehabilitation treatment and care. All aspects of the health system - care delivery, physicians and health solutions are brought together to create a truly integrated health system. This breadth of service uniquely positions Memorial Hermann to collaborate with other providers to assess and create health care solutions for individuals in greater Houston's diverse communities; to provide superior quality, cost-efficient, innovative and compassionate care; to support teaching and research to advance the health professionals and health care of tomorrow; and to provide holistic health care which addresses the physical, social, psychological and spiritual needs of individuals. Memorial Hermann has an award-winning and nationally acclaimed Accountable Care Organization, and our Memorial Hermann physician network, MHMD, comprises physicians from Memorial Hermann Medical Group, UTHealth and private physicians and specialists. We offer leading-edge clinical expertise, patient-centered care, and leading-edge technology and innovation. Through Memorial Hermann's subsidiary, Memorial Hermann Community Benefit Corporation (MHCBC), Memorial Hermann implements programs to work with other healthcare providers, government agencies, business leaders and community stakeholders to ensure that all residents of the greater Houston area have access to the care they need to improve their quality of life and the overall health of the community. The mission of Memorial Hermann Community Benefit Corporation is to test and measure innovative solutions that promote good health for the individual, the health system and the community. MHCBC collaborates with others as well as creates signature, evidence-based ways to improve the communities where people live, work, learn, and play. MHCBC areas of expertise span access and navigation, nutrition and physical activity, support of the whole person, and rigorous outcome measurement. Primary program focus include education on, access to, and provision of primary medical, dental, mental health, and social service support to underserved populations; food as health; and, exercise as medicine. New programs are piloted, and proved programs are replicated in the community. Community benefit corporation funding tenets include: provision of primary and/or specialty care for the uninsured and underinsured; contribution to the existing infrastructure of non-profit clinics and FQHC's; programs, practices, and policies that affect the health of individuals, families, and communities; commitment to measurement; existence of collaborative partners; programmatic inclusion of health education and literacy; strive towards sustainability. As required by the Community Health Needs Assessment-Section 501(r)(3)-requirement of the ACA, Memorial Hermann Community Benefit Corporation supports the Memorial Hermann Health System licensed acute care, rehab, and surgical and ER hospitals in conducting community needs assessments. The corresponding implementations strategies balance the individuality of the different hospitals with the system strategy of collectively supporting community objectives to achieve the necessary alignment and leverage to impact true community change. Part VI, Line 7 Texas true Memorial Hermann Community Benefits Corp 929 Gessner Rd St 1900 HOUSTON TX 77024 680511504 501(c)(3) 16293404 Support Charitable Programs MEMORIAL HERMANN FOUNDATION 929 GESSNER STE 1900 HOUSTON TX 77024 741653640 501(c)(3) 8367973 Support Charitable Programs Coalition to Strengthen Americas Healthcare 800 10th ST NW Ste 400 Washington DC 20001 522253225 501(c)(4) 1000000 general fundraising HOPE AND HEALING CENTER & INSTITUTE 717 SAGE ROAD HOUSTON TX 77056 453305276 501(c)(3) 288609 general fundraising American Heart Association Inc 7272 GREENVILLE AVE DALLAS TX 75231 135613797 501(c)(3) 243000 Support Charitable Programs ISHI MINISTRIES 550 S 4TH STREET MINNEAPOLIS MN 55415 941347393 501(c)(3) 216390 general fundraising MARCH OF DIMES INC 1275 MAMARONECK AVE WHITE PLAIN NY 10605 131846366 501(c)(3) 200000 Support Charitable Programs World Triathlon Corporation 3704 W Dr Martin Luther King Ste 100 Tampa FL 33607 592965638 Not Exempt 200000 Sponsorship THE UNIVERSITY OF TEXAS HEALTH SCIENCE CTR 7000 FANNIN ST HOUSTON TX 77030 741761309 State of TX 150000 Support Educational Programs KATY INDEPENDENT SCHOOL DISTRICT 6301 S STADIUM LN KATY TX 77494 746001484 State of TX 112290 Support Community Programs PROMEDICA INTERNATIONAL CME 300 CARLSBAD VLD DR STE 108A-326 CARLSBAD CA 92008 800891393 Not Exempt 100000 general fundraising HOLOCAUST MUSEUM HOUSTON 9220 KIRBY DR STE 100 HOUSTON TX 77054 760331398 501(c)(3) 100000 Support Charitable Programs CHRIST CLINIC 25722 KINGSLAND BLVD STE 101 KATY TX 77494 900789318 501(c)(3) 78227 general fundraising JEWISH FAMILY SERVICE 4131 S BRAESWOOD BLVD HOUSTON TX 77025 741152607 501(c)(3) 75000 Support Charitable Programs GREATER HOUSTON PARTNERSHIP INC 701 AVENIDA DE LAS AMERICAS STE 900 HOUSTON TX 77010 760267896 501(c)(6) 65000 Support Community Programs CY-FAIR HOUSTON CHAMBER OF COMMERCE 8711 HIGHWAY 6 N STE 120 HOUSTON TX 77095 760194069 501(c)(6) 47750 Support Community Programs JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC 2115 E GOVERNORS CIRCLE HOUSTON TX 77092 741153957 501(c)(3) 44000 Support Charitable Programs CANCARE INC 9575 KATY FREEWAY STE 428 HOUSTON TX 77024 760305357 501(c)(3) 40000 Support Charitable Programs Spring Branch Education Foundation 955 Campbell Rd Ste 206 HOUSTON TX 77024 760392316 501(c)(3) 36000 Support Community Programs FORT BEND JUNIOR SERVICE LEAGUE PO BOX 17387 SUGAR LAND TX 77496 760664152 501(c)(3) 35000 Support Charitable Programs THE THORACIC SURGERY FOUNDATION 633 N SAINT CLAIR ST STE 2100 CHICAGO IL 60611 363635910 501(c)(3) 35000 Support Charitable Programs EDUCATIONAL FOUNDATION OF THE SOUTHEAST TEXAS CHAP 6207 CANYON RUN COURT KATY TX 77450 454519800 501(c)(3) 33000 Support Charitable Programs UNITED WAY OF GREATER HOUSTON 50 WAUGH DR HOUSTON TX 77007 741167964 501(c)(3) 31059 Support Charitable Programs CY-FAIR EDUCATIONAL FOUNDATION PO BOX 1698 CYPRESS TX 77410 237079589 501(c)(3) 30600 Support Charitable Programs JOHN P MCGOVERN MUSEUM OF HEALTH & MEDICAL SCIENCE 1515 HERMANN DR HOUSTON TX 77004 746106357 501(c)(3) 30000 Support Charitable Programs MEDICAL BRIDGES INC PO BOX 300245 HOUSTON TX 77230 760548161 501(c)(3) 30000 general fundraising SPRING BRANCH INDEPENDENT SCHOOL DISTRICT 955 CAMPBELL RD HOUSTON TX 77024 746001379 State of TX 30000 Sponsorship WOODLANDS Religious COMMUNITY INC 4242 INTERFAITH WAY THE WOODLANDS TX 77381 741804123 501(c)(3) 29300 general fundraising Texas Black Expo Inc 12401 S Post Oak HOUSTON TX 77045 208394433 501(c)(3) 25000 Support Community Programs The Posse Foundation Inc 14 Wall Street STE 8A60 New York NY 10005 133840394 501(c)(3) 25000 general fundraising TEAM CATAPULT 1806 SEAMIST CT HOUSTON TX 77008 475137944 501(c)(3) 25000 Support Charitable Programs OVARCOME NON-PROFIT INC 2525 ROBINHOOD ST STE 203 HOUSTON TX 77005 454716979 501(c)(3) 25000 Support Charitable Programs The Holdsworth Center 4907 Ranch Rd 2222 Austin TX 78731 814254457 501(c)(3) 25000 Support Charitable Programs CHILDREN AT RISK 2900 WESLAYAN STE 400 HOUSTON TX 77027 760360533 501(c)(3) 25000 general fundraising Giffords PO Box 51196 Washington DC 20091 465592432 501(c)(4) 25000 Sponsorship THE WOODLANDS AREA CHAMBER OF COMMERCE 9320 LAKESIDE BLVD STE 200 THE WOODLANDS TX 77381 742053667 501(c)(6) 24420 general fundraising KATY CHAMBER OF COMMERCE 814 EAST AVE STE G KATY TX 77493 742028745 501(c)(3) 23650 Support Charitable Programs HOUSTON BALLET FOUNDATION 601 PRESTON ST HOUSTON TX 77002 741394920 501(c)(3) 22500 Support Charitable Programs YOUNG MEN'S CHRISTIAN ASSOC OF THE GREATER HOUSTON 2600 NORTH LOOP WEST STE 300 HOUSTON TX 77092 741109737 501(c)(3) 21425 Support Charitable Programs GREATER HOUSTON AREA WOMEN'S CHAMBER OF COMMERCE 3201 KIRBY DR HOUSTON TX 77098 261536004 501(c)(6) 20000 general fundraising FORT BEND CHRISTIAN ACADEMY 1250 7TH ST SUGAR LAND TX 77478 760376425 501(c)(3) 20000 general fundraising Houston Childrens Charity 1600 West Loop South Ste 610 HOUSTON TX 77027 760135741 501(c)(3) 20000 general fundraising NEW CANEY INDEPENDENT SCHOOL DISTRICT 21580 LOOP 494 NEW CANEY TX 77357 746019972 State of TX 18000 general fundraising MONTGOMERY COUNTY FOOD BANK ONE FOOD FOR LIFE WAY CONROE TX 77385 760153892 501(c)(3) 16500 Support Community Programs FORT BEND CHAMBER OF COMMERCE 445 COMMERCE GREEN BLVD SUGAR LAND TX 77478 741751927 501(c)(6) 16360 general fundraising HUMBLE AREA CHAMBER OF COMMERCE INCORPORATED 110 W MAIN ST HUMBLE TX 77338 741341059 501(c)(6) 15705 Support Community Programs H2O Powerwash 13619 Lynnwood Ln SUGAR LAND TX 77498 260232971 Not Exempt 15700 Sponsorship HOUSTON PARKS BOARD 300 N POST OAK LANE HOUSTON TX 77024 741860046 501(c)(3) 15000 Support Charitable Programs Nat'l Assoc of Latino Heathcare Executives 2800 S IH 35 Ste 155 Austin TX 78704 262033192 501(c)(6) 15000 Sponsorship HOUSTON ZOO INC 1513 CAMBRIDGE HOUSTON TX 77030 741590271 501(c)(3) 15000 Support Charitable Programs MEN OF DISTINCTION OF GREATER HOUSTON 7914 S WELLINGTON COURT HOUSTON TX 77055 260421594 501(c)(3) 15000 Support Charitable Programs BARBARA BUSH HOUSTON LITERACY FOUNDATION 7887 SAN FELIPE STE 250 HOUSTON TX 77063 465037878 501(c)(3) 15000 Support Charitable Programs KATY ISD EDUCATION FOUNDATION INC 6301 S STADIUM LN KATY TX 77494 800732375 501(c)(3) 12500 general fundraising CLUTCH CITY FOUNDATION 1510 POLK ST HOUSTON TX 77002 760495717 501(c)(3) 12500 general fundraising ReMind 515 Post Oak Blvd Ste 650 HOUSTON TX 77027 760206826 501(c)(3) 12000 general fundraising MONTGOMERY COUNTY YOUTH SERVICES INC 105 W LEWIS ST CONROE TX 77301 742035878 501(c)(3) 11000 general fundraising CAMP ALLEN CAMP & CONFERENCE CENTER 18800 FM 362 NAVASOTA TX 77868 746016479 501(c)(3) 10000 Support Charitable Programs THE SMILIN RYLEN FOUNDATION 2506 PEPPERIDGE DR KATY TX 77494 822429902 501(c)(3) 10000 general fundraising Katy Christian Ministries 3506 Porter Rd KATY TX 77493 760157123 501(c)(3) 10000 general fundraising THE JUNIOR LEAGUE OF HOUSTON INC 1811 BRIAR OAKS LN HOUSTON TX 77027 741185659 501(c)(3) 10000 Support Charitable Programs EL CENTRO DE CORAZON PO BOX 230209 HOUSTON TX 77223 760442781 501(c)(3) 10000 general fundraising THE ENSEMBLE THEATRE 3535 MAIN ST HOUSTON TX 77002 741941943 501(c)(3) 10000 general fundraising WILLIAMS MARSH RICE UNIVERSITY 6100 MAIN ST MS-70 HOUSTON TX 77005 741109620 501(c)(3) 10000 Support Charitable Programs GIRL SCOUTS OF SAN JACINTO COUNCIL 3110 SOUTHWEST FRWY STE 2 HOUSTON TX 77098 746001254 501(c)(3) 10000 general fundraising Latino Learning Center Inc 3522 Polk St HOUSTON TX 77003 742103741 501(c)(3) 10000 general fundraising Emancipation Park Conservancy 3018 Emancipation Ave HOUSTON TX 77004 472199904 501(c)(3) 10000 general fundraising COUNSELING CONNECTIONS FOR CHANGE 2549 ROY ROAD PEARLAND TX 77581 208775478 501(c)(3) 10000 general fundraising Dress for Success Houston 3310 Eastside St HOUSTON TX 77098 760579697 501(c)(3) 10000 general fundraising EL CAMPO ISD 700 W NORRIS EL CAMPO TX 77437 746000730 State of TX 10000 Support Community Programs EAST BERNARD ISD 723 COLLEGE ST EAST BERNARD TX 77435 746000708 State of TX 10000 Support Community Programs CHILDRENS MUSEUM INC 1500 BINZ ST HOUSTON TX 77004 742178563 501(c)(3) 10000 Support Charitable Programs CULLINAN PARK CONSERVANCY PO BOX 422 SUGAR LAND TX 77487 454477343 501(c)(3) 10000 Support Charitable Programs Programs Albert Schweitzer Fellowship Houston-Galveston 6431 FANNIN ST JJL-400 HOUSTON TX 77030 463641306 501(c)(3) 10000 general fundraising Finest and Bravest Foundation of Sugar Land 8034 Hwy 90 A SUGAR LAND TX 77478 923318838 501(c)(3) 10000 general fundraising BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZABCM 200 HOUSTON TX 77030 741613878 501(c)(3) 10000 general fundraising NCCN Foundation 3025 Chemical Rd Ste 100 Pymth Mtg PA 19462 271536314 501(c)(3) 10000 general fundraising NORTHEAST HOSPITAL FOUNDATION PO BOX 2738 HUMBLE TX 77347 760224541 501(c)(3) 10000 Support Charitable Programs Alliance of Community Assistance Ministries Inc 710 N Post Oak Rd HOUSTON TX 77024 275410988 501(c)(3) 10000 general fundraising THE WOODLANDS TOWNSHIP 2801 TECHNOLOGY FOREST BLVD THE WOODLANDS TX 77381 760418478 Not Exempt 10000 Support Community Programs THE WOODLANDS ROTARY CLUB FOUNDATION PO BOX 7353 THE WOODLANDS TX 77387 680586779 501(c)(3) 10000 Support Charitable Programs CENTRAL FORT BEND CHAMBER ALLIANCE 4120 AVENUE H Rosenberg TX 77471 741653742 501(c)(6) 9270 general fundraising CY-FAIR ISD 10300 JONES ROAD HOUSTON TX 77065 746000654 State of TX 9000 Support Community Programs LONE STAR COLLEGE SYSTEM 5000 RESEARCH FOREST DR THE WOODLANDS TX 77381 741734884 State of TX 8500 general fundraising Southern Smoke Foundation PO Box 130407 HOUSTON TX 77219 812423050 501(c)(3) 8000 general fundraising NORAS GIFT FOUNDATION INC 8300 EL RIO ST HOUSTON TX 77054 621763895 501(c)(3) 8000 general fundraising Catering by Culinaire LLC 3900 Milam Street HOUSTON TX 77006 800107166 Not Exempt 7500 general fundraising Fort Bend Childrens Discovery Center LLC 1500 Binz HOUSTON TX 77004 465472437 501(c)(3) 7500 general fundraising KATY AREA SAFETY FEST 22720 MORTON RANCH RD STE 160 KATY TX 77449 844302876 501(c)(3) 7500 general fundraising SUGAR LAND CULTURAL ARTS FOUNDATION 226 Lakeview Dr SUGAR LAND TX 77498 760614663 501(c)(3) 7500 general fundraising NEEDVILLE INDEPENDENT SCHOOL DISTRICT PO BOX 412 NEEDVILLE TX 77461 746001773 State of TX 7000 Support Community Programs The Diamonds at Daily Park 1903 Daily Rd Rosenberg TX 77471 861457212 Not Exempt 7000 general fundraising Waller County Economic Development Partnership Inc 519 9th St A Hempstead TX 77445 954895705 Not Exempt 6700 Support Community Programs The Womens Resource of Greater Houston 13100 Northwest Fwy Ste 130 HOUSTON TX 77040 760318261 501(c)(3) 6500 Support Community Programs TEXAS NURSES DISTRICT 9 FOUNDATION 2370 RICE BLVD STE 109 HOUSTON TX 77005 264369773 501(c)(3) 6300 Support Community Programs Wooldand Heights Civic Association PO Box 7754 HOUSTON TX 77270 760469126 501(c)(4) 6000 general fundraising CITY OF KATY PO BOX 617 KATY TX 77492 746026374 State of TX 5181 Support Community Programs STRATEGIC PUBLIC AFFAIRS PO BOX 79224 HOUSTON TX 77279 742948338 Not Exempt 5100 Support Community Programs 78 19 X X X X X true true false false false false false true false David L Callender MD CEO/PRESIDENT 1788992 0 3558383 0 44127 0 501714 0 27018 0 5920234 0 1422984 0 Alejandra Loessin VP, COS 336437 0 176989 0 770 0 69838 0 28368 0 612402 0 41610 0 Warren Shea VP/ASST SECRETARY 379926 0 207934 0 2020 0 96355 0 27779 0 714014 0 57568 0 Deborah Gordon EVP/CAO/CLO/SECRETARY 840655 0 893115 0 4602 0 237261 0 34757 0 2010390 0 202761 0 Alec King EVP/CFO/TREASURER 933939 0 741105 0 3232 0 235734 0 30190 0 1944200 0 0 0 Carol J Paret Former Key Employee 176913 0 425502 0 383976 0 6115 0 14257 0 1006763 0 65917 0 Joshua Urban SVP/PRES COMM HOSP 887116 0 730596 0 4772 0 243894 0 6783 0 1873161 0 105626 0 Paul C O'Sullivan SVP, CEO- MC & GH 548434 0 571077 0 2927 0 140450 0 16834 0 1279722 0 93298 0 Heath Rushing SVP, Srvc Lines 695054 0 618193 0 2460 0 192983 0 29377 0 1538067 0 93564 0 Kyle Price SVP, Srvc Lines 697828 0 627855 0 2460 0 190796 0 29503 0 1548442 0 90866 0 Erin S Asprec EVP/COO 1089653 0 1135166 0 5964 0 296483 0 12237 0 2539503 0 201455 0 Malisha S Patel SVP, CEO - SW & SL 519365 0 447163 0 1199 0 119138 0 18170 0 1105035 0 86113 0 Justin P Kendrick SVP, CEO - NE & TW 551849 0 439588 0 1291 0 132909 0 30267 0 1155904 0 52341 0 Teal Holden SVP/AMB & POST-ACUTE SVCS 500204 0 390088 0 1144 0 109393 0 11918 0 1012747 0 58237 0 Amanda Hammel SVP/CIO 597394 0 542910 0 3195 0 144569 0 22397 0 1310465 0 94579 0 Lori P Knowles SVP/CHRO 634381 0 624173 0 3411 0 179234 0 21790 0 1462989 0 109250 0 Obiefuna Chikelue SVP, CIO 561677 0 534237 0 1942 0 131939 0 28948 0 1258743 0 0 0 Jerry A Ashworth SVP, CEO - Cypress & Katy 450447 0 376043 0 2397 0 112984 0 21920 0 963791 0 58923 0 Noel J Cardenas SVP, CEO - SE & PL 466610 0 388580 0 4591 0 113995 0 6800 0 980576 0 86220 0 Gregory L Haralson SVP, CEO - TMC 745372 0 633374 0 3980 0 18150 0 29923 0 1430799 0 148657 0 Anne E Neeson EVP, CEO - Foundation 432952 0 448970 0 6520 0 100327 0 13904 0 1002673 0 83905 0 James McCarthy MD EVP, CPE 839717 0 893049 0 4571 0 241856 0 32230 0 2011423 0 206801 0 Feby Abraham EVP, CSO 781842 0 653970 0 2728 0 225044 0 29470 0 1693054 0 0 0 Kriel Steve Ramcharitar VP, CMO - ACO & PHSO 224272 0 148626 0 641323 0 13798 0 13344 0 1041363 0 0 0 Eric Smith SVP, CDO 494675 0 660123 0 4918 0 126041 0 34534 0 1320291 0 0 0 Phillip Chang SVP, CQO 595372 0 281361 0 3149 0 151358 0 15444 0 1046684 0 0 0 Glen Garner VP, CMO - SE & Pearland 442772 0 276808 0 2364 0 111652 0 29506 0 863102 0 89468 0 Nnaemeka Okafor VP, CHIO 459166 0 266259 0 1585 0 114879 0 18796 0 860685 0 81547 0 Richard Lyman SVP/REV CYCLE 400378 0 386797 0 34647 0 103924 0 24095 0 949841 0 78355 0 Katrina Melton VP, Post-Acute Services 303147 0 165834 0 353949 0 19800 0 24229 0 866959 0 45496 0 Howard Scott VP, CMO - MC & GH 461047 0 269993 0 13499 0 115614 0 21889 0 882042 0 91054 0 Cynthia A De Moya FORMER CFO 426409 0 392088 0 6472 0 105949 0 23294 0 954212 0 76860 0 Form 990 Schedule J Part I Line 4a THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM MEMORIAL HERMANN HEALTH SYSTEM DURING THE TAX YEAR: Carol J. Paret ($378,581) Kriel Steve Ramcharitar ($640,599) Katrina Melton ($352,394) Form 990 Schedule J Part I Line 4b MEMORIAL HERMANN HEALTH SYSTEM SPONSORS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS; MEMORIAL HERMANN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP); EXECUTIVE DEFERRED COMPENSATION PLAN (EDCP). THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND/OR RECEIVED PAYMENTS (NOTED IN PARENTHESIS FOR SERP AND EDCP RESPECTIVELY) FROM MEMORIAL HERMANN HEALTH SYSTEM'S SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE TAX YEAR: ALEJANDRA LOESSIN ($4,769.52/$41,609.78); CAROL J. PARET ($89,095.43/$63,839.89); JOSHUA URBAN ($30,465.57/$105,625.91); PAUL C. O'SULLIVAN ($16,326.9/$93,297.91); HEATH RUSHING ($22,797.61/$93,564.09); KYLE PRICE ($23,157.61/$90,865.94); ERIN S. ASPREC ($43,017.69/$201,454.84); MALISHA S. PATEL ($13,374.59/$86,112.77); AMANDA HAMMEL ($18,017.58/$94,578.66); GLEN GARNER ($9,070.04/$89,468.16); WARREN SHEA ($0/$57,567.51); DEBORAH GORDON ($0/$202,761.16); DAVID L. CALLENDER, M.D. ($0/$1,422,442.61); JUSTIN P. KENDRICK ($0/$52,340.64); TEAL HOLDEN ($0/$58,236.85); LORI P. KNOWLES ($0/$109,250.43); JERRY A. ASHWORTH ($0/$58,922.60); NOEL J. CARDENAS ($0/$84,998.51); GREGORY L. HARALSON ($0/$148,657.16); ANNE E. NEESON ($0/$90,231.53); JAMES MCCARTHY, M.D. ($0/$206,800.66); NNAEMEKA OKAFOR ($0/$81,546.58); RICHARD LYMAN ($0/$76,982.51); KATRINA MELTON ($0/$45,495.81); HOWARD SCOTT ($0/$89,619.99); CYNTHIA A. DE MOYA ($0/$76,204.51). Form 990 Schedule J Part I Line 7 MEMORIAL HERMANN HEALTH SYSTEM HAS TWO INCENTIVE PROGRAMS IN WHICH CERTAIN MANAGEMENT INDIVIDUALS MAY PARTICIPATE, THE MANAGEMENT INCENTIVE BONUS AND LONG TERM INCENTIVE PLAN. THE MANAGEMENT INCENTIVE BONUS IS AN ANNUAL INCENTIVE DESIGNED TO ATTRACT AND RETAIN KEY LEADERS AND ESTABLISH GREATER ACCOUNTABILITY AND ALIGNMENT TO BUSINESS PERFORMANCE. PAYMENT AMOUNT TARGETS ARE BASED UPON A PERCENTAGE OF BASE SALARY, DEVELOPED BY INDEPENDENT THIRD-PARTY EXPERTS. MEMORIAL HERMANN'S COMPENSATION COMMITTEE AND GOVERNING BOARD HAVE FINAL DISCRETION WHETHER TO AWARD AMOUNTS TO INDIVIDUALS AND TO ADJUST THE PAYMENT AT THEIR SOLE DISCRETION. THE LONG TERM INCENTIVE PLAN IS BASED ON A THREE-YEAR PERFORMANCE PLAN, WHICH REWARDS KEY SENIOR LEADERS BY ALIGNING THEIR COMPENSATION TO STRATEGIC INITIATIVES OF MEMORIAL HERMANN. PERFORMANCE TARGETS ARE BASED UPON A PERCENTAGE OF THE INDIVIDUAL'S BASE SALARY AND ARE DEVELOPED BY INDEPENDENT THIRD-PARTY EXPERTS USING MARKET COMPETITIVE DATA WITHIN THE GUIDES OF REASONABLENESS. AT THE END OF A THREE-YEAR PERIOD, MEMORIAL HERMANN'S COMPENSATION COMMITTEE REVIEWS PERFORMANCE AGAINST GOALS TO DETERMINE APPROPRIATE PAYOUT. MEMORIAL HERMANN'S COMPENSATION COMMITTEE AND GOVERNING BOARD HAVE FINAL DISCRETION WHETHER TO AWARD AMOUNTS TO INDIVIDUALS AND TO ADJUST THE PAYMENT AT THEIR SOLE DISCRETION. A HARRIS COUNTY CULTURAL ED FAC FINANCE CORP 760337885 000000000 2022-12-01 17355000 Refund Series 2013A false false false B HARRIS COUNTY CULTURAL ED FAC FINANCE CORP 760337885 414009HL7 2014-06-11 307303890 Construction of healthcare facilit true false false C HARRIS COUNTY CULTURAL ED FAC FINANCE CORP 760337885 414009KP4 2016-06-08 151216215 Construction of healthcare facilit false false false D Harris County Cultural Education Facilities 760337885 414009RS1 2022-06-01 295412710 Construction of healthcare facilit false false false A 9195000 0 17355000 0 0 0 0 0 0 0 17355000 0 2022 true false true true B 108375000 28270000 308759499 0 0 0 2303890 0 0 306455609 0 0 2020 false false true true C 8885000 0 152153046 0 0 0 1216215 0 0 150936831 0 0 2018 false false true true D 0 0 302769621 0 0 0 2892303 0 0 105187609 145520407 49169302 true false false true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true D false false false false 0 false false 0.00000 false true A false true true false 0 false 0 false true B false true true false 0 false 0 false true C false true false 0 false 0 false true D false true true false 0 true Natixis Funding Corp 1.8 true false true A true B true C true D true Part IV. B.2 Rebate Computation Date - 10/28/2024 Part IV. C.2 REBATE COMPUTATION DATE - 06/08/2021 PART IV.B.2 SET 1 08/25/2017 PART IV.c.2 SET 1 06/08/2021 A HARRIS COUNTY CULTURAL ED FAC FINANCE CORP 760337885 414009SP6 2024-06-27 622968575 Harris County Cultural Education F false false false B HARRIS COUNTY CULTURAL ED FAC FINANCE CORP 760337885 414009MR8 2019-11-21 649138065 Construction of healthcare facilit true false false C HARRIS COUNTY CULTURAL ED FAC FINANCE CORP 760337885 414009PG9 2020-08-05 204804866 Refund Series 2013A, 2014A, 2015A/ true false false D Harris Cty Cultural Educ Facilities 2024 DEF 760337885 414009SR2 2024-06-27 333045000 Construction of Healthcare Facilit false false false A 0 0 622968575 0 0 142770417 3628158 0 0 138495530 251570000 86504470 true false false true B 200975000 0 650506518 0 0 0 4133065 0 0 443368453 203005000 0 2023 true false false true C 34180000 0 204804866 0 0 0 1767703 0 0 0 203037163 0 2020 true false true true D 0 0 333045000 0 0 99620168 1249832 0 0 8048181 107175000 116951819 true false false true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true C false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true D false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false true true false 0 false 0 false true B false true true false 0 false 0 false true C false true true false 0 false 0 false true D false true true false 0 false 0 false true A true B true C true D true Sonal Patel Family member of Key Employee 92883 Compensation false Victoria Ashworth Family member of Key Employee 205408 Compensation false Maria Zaldivar Family member of Officer 44893 Compensation false Form 990, Part VI, Section A, Line 6 The Corporation is a non-profit corporation existing under the Texas Business Organizations Code, as amended from time to time. The Corporation shall have individual corporate members. Form 990, Part VI, Section A, Line 7a The Corporation's Members shall have such powers, exercise such rights and perform such duties as Members of the Corporation as may be required by applicable law or by express provision of the Certificate of Formation or its Bylaws, and the Members shall have no other powers, rights, or duties. The Members shall elect Directors to fill any existing or soon to be existing vacancy occurring in the Board of Directors. Form 990, Part VI, Section A, Line 7b The following matters are reserved to the Corporation's Members and shall require the affirmative action of the Members to be effective: Any amendment to or restatement or repeal of the Certificate of Formation; Any amendment to or restatement or repeal of these Bylaws; The sale, transfer, or other disposition of all or substantially all of the assets of the Corporation and its Affiliates; The merger of the Corporation into, or the consolidation of the Corporation with, any other entity; or, the dissolution of the Corporation. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared and reviewed by Memorial Hermann System Tax department. The System Tax department works with other departments throughout the organization to obtain the information needed to complete the Form 990. Upon completion, the Form 990 is reviewed by the organization's Chief Financial Officer, Chief Accounting Officer, and/or other key officers. A complete copy of the Form 990 is then provided to each member of the governing body prior to filing the Form 990. Form 990, Part VI, Section B, Line 12c Memorial Hermann Health System utilizes conflict of interest surveys and has codified its procedure in a policy. The policy is monitored by the organization's Corporate Compliance department through annual surveys of board members, corporate officers, management level employees, and other selected employees, physicians and vendors for all of its entities and related affiliates. In addition to responding to the survey, each recipient affirms that they have received a copy of the policy, have read and understood it, have agreed to comply with it, and understands that Memorial Hermann is a charitable organization who must engage in primarily tax-exempt purpose activities. The corporate compliance department, chief legal officer, and the corporate audit committee, consisting of independent board members, receive a report of all items disclosed. The audit committee chair reports the existence of any conflicts to the corporate board of directors. Memorial Hermann's conflicts of interest policy requires that board members excuse themselves from discussions in which they have a conflict of interest. The policy also subjects board members to disciplinary action if they are found to have violated the policy. Form 990, Part VI, Section B, Line 15 The compensation committee of the Memorial Hermann board of directors retains the ultimate discretionary authority over all elements of executive compensation. The committee is comprised of individuals who are not employed by Memorial Hermann, and have no conflicting interests. The process for determining compensation for the organization's CEO and disqualified persons is modeled after the requirements in IRC section 4958 to establish the presumption of reasonable compensation. The compensation committee reviews and approves the total remuneration for the organization's disqualified persons in advance of being paid. On an annual basis, the compensation committee engages an independent third-party executive compensation consultant who uses comparable market data from published surveys and/or form 990 of similar organizations to perform a competitive analysis and write an opinion letter regarding the competitive position of Memorial Hermann's disqualified persons. The compensation committee reviews the comparability data and opinion letter, and documents its discussion and decisions in minutes that are retained with the organization's other governance materials. The analysis is performed annually and it includes the President and CEO, all executive vice presidents and senior vice presidents of the organization, as well as family members of disqualified persons who are employed by Memorial Hermann. Form 990, Part VI, Section C, Line 19 Certain documents of the organization are available to the public through the Texas Secretary of State, such as the organization's certificate of formation and any amendments thereto. The organization is included in the consolidated audited financial statements, which are attached to the Form 990 and are made available to the public upon request. The organization's other governing documents and conflicts of interest policy are not made available to the public. Form 990, Part XI, Line 9 Noncontrolling interests ($96,201,000) Change in pension obligation $11,559,000 Contributions and grants received, net $29,834,000 Change in noncontrolling interests ($1,761,000) Reclass of Fund Balances of Affiliated Companies $36,497,857 Total Reported on Part XI Line 9 $20,071,143 FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL CARE SERVICES FEES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:INDIGENT CARE SERVICES FEES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:MISC CONTRACT SERVICES FEES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:ADMINISTRATIVE SERVICES FEES TOTAL FEES:81501684 FORM 990 PART IX LINE 11G DESCRIPTION:CLEANING SERVICES FEES TOTAL FEES:74472865 FORM 990 PART IX LINE 11G DESCRIPTION:PROPERTY MGMT SERVICES FEES TOTAL FEES:9082932 FORM 990 PART IX LINE 11G DESCRIPTION:BANK SERVICES FEES TOTAL FEES:8393052 FORM 990 PART IX LINE 11G DESCRIPTION:WASTE MANAGEMENT SERVICES FEES TOTAL FEES:5261203 FORM 990 PART IX LINE 11G DESCRIPTION:SECURITY SERVICES FEES TOTAL FEES:2753818 FORM 990 PART IX LINE 11G DESCRIPTION:LAUNDRY SERVICES FEES TOTAL FEES:1642784 FORM 990 PART IX LINE 11G DESCRIPTION:GRANT CONTRACT SERVICES FEES TOTAL FEES:996640 Memorial Hermann Community Benefit 929 Gessner Rd STE 1900 Houston TX 77024 680511504 Community TX 501(c)(3) 10 MHHS true Memorial Hermann Medical Group 929 Gessner Rd STE 1900 Houston TX 77024 204923281 Physician Svc TX 501(c)(3) 10 MHHS true MHS Physicians of Texas 929 Gessner Rd STE 1900 Houston TX 77024 760385980 Physician Svc TX 501(c)(3) 3 MHHS true Memorial Hermann Foundation 929 Gessner Rd STE 1900 Houston TX 77024 741653640 Fundraising TX 501(c)(3) 12a I MHHS true Memorial Hermann Information Exchange 929 Gessner Rd STE 1900 Houston TX 77024 020684202 Pop Health TX 501(c)(3) 3 MHHS true Memorial Hermann Pharmacy Services LLC 929 Gessner Rd STE 1900 Houston TX 77024 202184459 Pharmacy TX 501(c)(3) 10 MHHS true Memorial Hermann Hospital Based Physicia 929 Gessner Rd Ste 1900 Houston TX 77024 844504483 PHYSICIAN SVC TX 501(C)(3) 3 MHHS true MHUSP Surgery Ctr III LLP 14201 Dallas Pkwy Dallas TX 75254 200707543 Amb Srgry Ctr TX MHHS Related 8853525 6162323 false 0 true 0.50100 MH Rehab Hospital Katy LLC 929 Gessner Rd Ste 1900 Houston TX 77024 263896170 Rehabilitation TX MH Katy Rehab Related 1693740 6812668 false 0 true 0.53700 MHUSP Surgery Centers IV LLP 14201 Dallas Pkwy Dallas TX 75254 208575266 Amb Srgry Ctr TX MHHS Related 22973896 23911203 false 0 false 0.50100 Virtus Memorial WLZ LLC 835 W 6TH ST STE 1500 Austin TX 78703 815162347 Investment DE MHHS Unrelated -806091 348797 false -751383 false 1.00000 INTREPID PRIVATE EQUITY SPV-NMP LP 540 MADISON AVENUE 25TH FLOOR NEW YORK NY 10022 844479929 INVESTMENT NY MHHS Unrelated -69417 172998 false -61111 false 0.70580 MHUSP Surgery Centers VILLC 14201 Dallas Parkway DALLAS TX 75254 882478620 Amb Srgry Ctr TX MHHS Related 1258683 6016539 false 0 false 0.62500 MHUSP Surgery Centers VII LLC 14201 Dallas Parkway DALLAS TX 75254 882453369 Amb Srgry Ctr TX MHHS Related -4544 1313211 false 0 false 0.50100 SP TAUM SAUK MOUNTAIN LLC 5761 FOREST HIGHLANDS DRIVE FORT WORTH TX 76132 862777477 INVESTMENT TX MHHS Unrelated -12349 965226 false 0 false 0.51280 REDBIRD VIDA CO- INVEST LP 440 ROYAL PALM WAY PALM BEACH FL 33480 842453088 INVESTMENT FL MHHS Unrelated -152967 27724092 false 0 false 0.63890 COMMUNITY FIRST DEVELOPMENT LP 835 W 6TH ST STE 1500 AUSTIN TX 78703 872484035 INVESTMENT TX MHHS Unrelated -1118372 1953125 false 0 false 0.95000 SL3 Trinity Holdings LLC 100 CRESCENT COURT SUITE 850 DALLAS TX 75201 883875509 INVESTMENT TX MHHS Unrelated -53484 5184049 false 0 false 0.99000 Middleground Apex Co-Invest Partners LP 1500 Aristides Blvd Lexington KY 40511 932852697 Investment KY MHHS Unrelated -37217 4062783 false 0 false 0.80000 Peak Rock Capital Credit Fund III LP 13413 Galleria Circle Suite Q-300 Austin TX 78738 880976131 Investment TX MHHS Unrelated 72289 5041474 false 207384 false 0.52462 Memorial Hermann-GoHealth Urgent Care L 5555 Glenridge Connector Suite 700 Alanta GA 30342 880619926 Urgent Care Ctr TX MHHS Related -15047098 -20741098 false 0 false 0.50000 MHMD 929 Gessner Rd STE 1900 Houston TX 77024 760074819 Integrated PN TX NA C corp 19981397 1603910 1.00000 true The Health Professionals Ins Company LTD Barclays House 3rd Floor Grand Cayman CJ Investments CJ MHHS C Corp 41233388 143443433 1.00000 true Memorial Hermann Health Solutions Inc 929 Gessner Rd STE 1900 Houston TX 77024 264419989 3RD PARTY ADM TX NA C corp Memorial Hermann Health Insurance Co 929 Gessner Rd STE 1900 Houston TX 77024 760646301 Insurance TX na C corp Memorial Hermann Health Plan Inc 929 Gessner Rd STE 1900 Houston TX 77024 462707092 Insurance TX na C Corp MH Health Plan Holdings LLC 929 Gessner Rd STE 1900 Houston TX 77024 812971502 HOLDING COMPANY TX MHHS C Corp 61292605 75151194 1.00000 true MH Commercial Health Plan Inc 929 Gessner Rd Ste 1900 Houston TX 77024 206680981 Insurance TX NA C Corp Memorial Hermann Ventures LLC 929 Gessner Rd Ste 1900 Houston TX 77024 825207571 Holding Company TX MHHS C Corp 6233594 8479026 1.00000 true Memorial Hermann Urgent Care PLLC 929 Gessner Rd Ste 1900 Houston TX 77024 881580452 Urgent Care CTR TX MHMG C Corp 31974870 10688518 1.00000 false MH Holdco LLC 929 Gessner Rd Ste 1900 Houston TX 77024 922484766 Holding Company TX MHHS C Corp 0 0 1.00000 true Memorial Hermann Accountable Care Org 929 Gessner Rd Ste 1900 Houston TX 77024 800778181 ACO TX MHHS C Corp 31178543 56163 1.00000 true MHMG Primary Care 929 Gessner Rd Ste 1900 Houston TX 77024 922193904 Physician Svc TX MHHS C Corp 0 0 1.00000 true Memorial Hermann Primary Care Alliance 929 Gessner Rd Ste1900 Houston TX 77024 920897835 Physician Svc TX MHHS C Corp 0 0 1.00000 true false true true false false false false false false true true true true false true true true true true Memorial Hermann Medical Group C 155556 GAAP Memorial 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